Villere Balanced Financials
| VILLX Fund | USD 19.95 0.04 0.20% |
Villere |
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Villere Balanced Fund Summary
Villere Balanced competes with Buffalo Flexible, James Balanced:, Mairs Power, Amg Yacktman, and Hennessy Gas. The fund invests in a combination of common stocks of domestic companies with a minimum market capitalization of 150 million at the time of purchase, as well as high quality fixed-income obligations . Villere Balanced is traded on NASDAQ Exchange in the United States.Specialization | Allocation--70% to 85% Equity, Large |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US7429355396 |
| Business Address | CO Bancorp Fund |
| Mutual Fund Family | Villere |
| Mutual Fund Category | Allocation--70% to 85% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 866 209 1129 |
| Currency | USD - US Dollar |
Villere Balanced Key Financial Ratios
Villere Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Villere Balanced's current stock value. Our valuation model uses many indicators to compare Villere Balanced value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Villere Balanced competition to find correlations between indicators driving Villere Balanced's intrinsic value. More Info.Villere Balanced Fund is presently regarded as number one fund in price to earning among similar funds. It also is presently regarded as number one fund in price to book among similar funds fabricating about 0.09 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Villere Balanced Fund is roughly 11.45 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Villere Balanced's earnings, one of the primary drivers of an investment's value.Villere Balanced Systematic Risk
Villere Balanced's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Villere Balanced volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty with a total number of output elements of fourty-one. The Beta measures systematic risk based on how returns on Villere Balanced correlated with the market. If Beta is less than 0 Villere Balanced generally moves in the opposite direction as compared to the market. If Villere Balanced Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Villere Balanced is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Villere Balanced is generally in the same direction as the market. If Beta > 1 Villere Balanced moves generally in the same direction as, but more than the movement of the benchmark.
Villere Balanced March 23, 2025 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Villere Balanced help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Villere Balanced Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Villere Balanced Fund based on widely used predictive technical indicators. In general, we focus on analyzing Villere Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Villere Balanced's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.6197 | |||
| Information Ratio | 0.1051 | |||
| Maximum Drawdown | 2.67 | |||
| Value At Risk | (1.01) | |||
| Potential Upside | 0.9586 |
Other Information on Investing in Villere Mutual Fund
Villere Balanced financial ratios help investors to determine whether Villere Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Villere with respect to the benefits of owning Villere Balanced security.
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